# Local 354 Plumbers & Pipe Fitters Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/local-354-plumbers-pipe-fitters-health-welfare-237335250-501

> Local 354 Plumbers & Pipe Fitters Health & Welfare's Health & Welfare plan: 478 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 354 Plumbers & Pipe Fitters Health & Welfare

- **Sponsor EIN:** 237335250

- **Sponsor Address:** 271 ARMBRUST ROAD, YOUNGWOOD, PA, 15697

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 478

- **Total Assets:** $21.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|478|$21.3M|$8.8M|$709,572|

| 2023|479|$22.5M|$8.5M|$706,031|

| 2022|578|$24.0M|$8.4M|$626,131|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$154,599|—|$154,599|

| PACKER THOMAS|Auditor|$63,167|—|$63,167|

| BUCK CONSULTANTS|Other Service Provider|$54,833|—|$54,833|

| GRIDIRON PARTNERS LLC|Other Service Provider|$30,677|—|$30,677|

| MEYER, UNKOVIC & SCOTT|ERISA Attorney|$27,957|—|$27,957|

| CIM INVESTMENT MANAGEMENT|Other Service Provider|$22,226|—|$22,226|

| MARINER INSTITUTIONAL LLC|Other Service Provider|$9,050|—|$9,050|

| ANDCO CONSULTING|Other Service Provider|$6,000|—|$6,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — Auditor

- [MEYER, UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $368,509

- **Estimated Expense Ratio:** 1.732% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$495,292|$52,903|—|$63,167|—|

| 2023|$401,222|$32,349|$54,000|—|—|

| 2022|$437,737|$101,642|$129,600|—|$106,113|

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